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StanB
Occasional Member - Level 1

Expense "Quick Tips" feature

At this year's Fusion, there was discussion of a "quick tips" feature that would pop up reminders when a user started entering information into a given field while creating an expense report. I thought that this feature had already been rolled out, but can't find any information on it. 

 

Thanks in advance!

1 REPLY 1
Arntzie
Routine Member - Level 3

Expense quick tips have been implemented.  We are using and have found it to be helpful.  To access follow the steps below:

  • Click Admin
  • Select Expense
  • Select Expense Type
  • Refer to the Description and Quick tips tab
  • Select the expense type you want to add a tip too
  • Click Modify
  • Click Quick Tips under the Modify Expense Type heading
  • Enter your detail and save